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Connecting external assistants

What this is

You can connect an external assistant such as Claude to your XOS account and ask it directly about your XOS data: which tasks are open, what the CRM has on a company or what the organization knowledge holds on a topic. Claude can also create tasks and CRM entries, prepare social media posts and assign work to the marketing agents.

The assistant works with exactly your permissions. What you're not allowed to see in XOS, Claude can't see either.

Available from the Max plan (Tarif Max). An admin of your organization has to enable the connection first.

Enabling (for admins)

The connection is switched off by default for every organization. As an admin, you switch it on:

  1. Open the Settings (Einstellungen) and choose Organization (Organisation).
  2. Find the External assistants (Externe Assistenten) section.
  3. Switch on Allow external assistants (Externe Assistenten erlauben).
If you switch it off again, all existing connections of the organization are disconnected immediately.

Connect Claude

  1. Open claude.ai in your browser and go to Settings, Connectors.
  2. Add a custom connector, for example named XOS, with the address https://xos.prozessx.com/api/mcp-server.
  3. Click Connect. An XOS page opens. If you're not logged in, log in as usual.
  4. Check on the page where the access goes (claude.ai) and click Allow (Zulassen).
  5. In Claude, open a new chat and ask, for example: Which open tasks do I have in XOS?
Only agree if you started the connection yourself just now. The Claude desktop app sometimes only shows the status as connected after a restart. If it still says the connection isn't complete, quit the app fully and reopen it, or use claude.ai in the browser.

Social Media and marketing agents

If you've booked Social Media, a connected assistant can work there for you:

  • Read channels and the content calendar: which accounts are connected, which posts exist and what's scheduled when.
  • Create and edit posts, with text, channels and scheduled time.
  • Submit posts for approval: they land in XOS among the posts waiting for approval.
  • Add a video by link: you provide the address of a finished video file (MP4, MOV or WebM, up to 100 MB). XOS uploads it to the media library itself and can attach it to a post.
  • Assign work to marketing agents: Sascha (social media) and Kira (campaigns) receive a request and reply directly. If it takes longer than two minutes, the request keeps running in XOS and you find the reply there in the chat. The agent must be added on your side under Agents.
An assistant deliberately can't publish. A post only goes out to your channels once a human has approved it in XOS. There's no way around this.

Privacy and disconnecting

What an assistant retrieves goes to its provider unchanged, to Anthropic in the case of Claude. The anonymization XOS applies to its own AI calls doesn't apply here, and processing may take place outside the EU. Every access is logged in XOS. Details are in the privacy policy.

You find your connections in the settings under Organization (Organisation), section External assistants (Externe Assistenten), list Connected to your account (Mit deinem Konto verbunden). Disconnect (Trennen) ends a connection immediately.

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